1818 PRIVATE CLIENT GROUP, LLC

Overview

1818 Private Client Group, LLC is an independent registered investment adviser organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm bills itself as a capital allocator: it blends discretionary portfolio management with selected non‑discretionary relationships and employs both percentage‑of‑AUM and fixed‑fee arrangements. Its client base is individual and family households, and the adviser does not classify itself as an active ESG investor. Investment preferences skew toward publicly traded equities and exchange‑traded products as the core of client portfolios, supported by external manager allocations into private markets and other alternatives. The firm uses separate managed account structures and third‑party funds to implement both liquid core exposures and illiquid opportunistic positions. Given the mix of discretionary and non‑discretionary assets, 1818 Private Client Group appears to customize mandates to client liquidity needs and to use a blend of model/SMAs and bespoke allocations.

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